Activest Wealth Management
SPGP icon

Activest Wealth Management’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Activest Wealth Management’s Portfolio SPGP Stock Details SPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-108
Closed -$13.2K – 1330
2026
Q2 		$13.2K Hold
108
– – ﹤0.01% 529
2026
Q1 		$11.6K Buy
+108
New +$12.3K ﹤0.01% 648

Other funds holding SPGP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Darrow Company
Darrow Company Needham, Massachusetts $250M AUM 9.37% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Activest Wealth Management's SPGP Position: Q3 2026 in Review

Activest Wealth Management sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2026, closing a stake of 108 shares — an estimated $13.2K sold.

Activest Wealth Management first reported a position in SPGP in Q1 2026 and held it in 2 quarters. The position peaked at $13.2K in Q2 2026. 164 funds tracked by Wall St. Rank hold SPGP as of Q3 2026.

  • Activest Wealth Management reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 108 Invesco S&P 500 GARP ETF shares in Q3 2026, an estimated $13.2K.
  • Activest Wealth Management first reported a position in Invesco S&P 500 GARP ETF in Q1 2026 and held it in 2 quarters.
  • Activest Wealth Management's Invesco S&P 500 GARP ETF position peaked at $13.2K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.